Associate Director, Wealth Manager

RBC; Birmingham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm in Birmingham seeks an Associate Director, Wealth Manager, responsible for client relationship management and business growth. This role emphasizes understanding client needs and leveraging expertise to enhance service delivery. Ideal candidates will have a Level 4 CISI or CII and proven experience in wealth management. The position offers competitive rewards, development opportunities, and the chance to work in a collaborative, high-performing team.

Benefits

Comprehensive total rewards program

Flexible benefits

Competitive compensation

Opportunities for development

Collaborative work environment

Qualifications

• Demonstrable experience in a client-facing wealth management role.
• Extensive knowledge of financial products and services.
• Ability to understand client needs and articulate solutions.

Responsibilities

• Manage a client base and develop existing relationships.
• Identify new business opportunities through engagement.
• Lead digital adoption and ensure client satisfaction.

Skills

Client relationship management

Proven relationship management skills

Knowledge of business sectors

Communication skills

Education

Level 4 CISI or CII

Job description

Job Description

RBC Wealth Management Europe provides comprehensive wealth management capabilities through RBC Brewin Dolphin and RBC Wealth Management to private clients, including professionals, inheritors, business owners, entrepreneurs, intermediaries and charities. We help clients meet their financial goals through investments, financial planning, trust, credit, and banking capabilities.

What is the opportunity?

RBC Wealth Management Europe’s vision is to be the most trusted name in world‑class wealth management—driven by expert advice, a people‑first approach, and cutting‑edge digital solutions.

We’ve expanded our product suite to better serve our clients, but our journey doesn’t stop there. Exciting initiatives are underway to enhance our use of technology, helping us scale efficiently, free up more time for our advisers, and offer even greater convenience to our clients. We’re also investing in our client‑facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.

As we continue to grow, we are looking to welcome exceptional talent across the UK. Our Birmingham office is seeking an Associate Director level Wealth Manager. If you are looking for a new opportunity at a pivotal time in our journey, we would love to hear from you.

As an Associate Director, Wealth Manager, you will be responsible for delivering business targets, revenue growth, cumulative asset growth, client relationship management and leading digital adoption. You will have an enhanced focus on maintaining existing client relationships and identifying new opportunities through key origination tactics and networks. You will deliver net revenue growth by focusing on achieving net sales targets.

What will you do?

• Responsible for the management of a client base, developing and maintaining existing client relationships, and further increasing business with the generation of new clients.
• Consistently leading interactions to gain a full understanding of clients and prospects financial goals, personal goals, and ambitions.
• Operating with a growth mindset, managing a new business target, managing business development activities, and contributing towards the achievement of the office targets.
• Consistently articulating the full breadth of the RBC proposition (e.g. investment, planning, lending, cash, and trust solutions) to clients and prospects. Working as part of the broader wealth management team, and introducing the right specialists to client relationships, where required, to enhance client experience and deliver exceptional client outcomes.
• Always ensure clients are referred internally to ‘home of best fit’.
• Provide guidance, coaching, and mentorship to ensure team members’ professional growth and delivery of exceptional services.

What do you need to succeed?

Must-have:

• Level 4 CISI or CII.
• Demonstrable experience within a client facing wealth management role.
• Proven relationship management skills, with ability to understand client needs, the knowledge and communication skills to identify and articulate solutions and the integrity to earn the client’s trust.
• An extremely detailed and diverse knowledge of business sectors, current business developments, market trends, and financial products and services to effectively communicate with clients.
• Acts as a role model and demonstrates a high degree of capacity to drive positive behaviours in colleagues.

Nice-to-have

• Working towards or obtained further professional qualifications e.g. CISI PCIAM, CII Advanced Diploma, Chartered Wealth Manager or equivalent

What is in it for you?

• A comprehensive total rewards program including bonuses, flexible benefits and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.